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3M
MMM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1951
Bernard Wealth Management
Michigan
$62K +$2.35K +16 +4%
DAM
1952
Delta Asset Management
Tennessee
$61.1K – – –
GEA
1953
Glen Eagle Advisors
New Jersey
$59.8K -$29.5K -201 -33%
PWMG
1954
Prestige Wealth Management Group
New Jersey
$59.6K – – –
CMA
1955
Cedar Mountain Advisors
Oregon
$59.3K – – –
ACA
1956
American Capital Advisory
Idaho
$59.2K +$735 +5 +1%
SC
1957
Steph & Co
Wisconsin
$58.7K – – –
VFM
1958
Vision Financial Markets
Connecticut
$58.7K – – –
WTFG
1959
Wood Tarver Financial Group
Idaho
$57.4K -$16.5K -112 -22%
GP
1960
Greenline Partners
New York
$56.4K – – –
CCM
1961
Cloud Capital Management
Washington
$56K +$56.9K +387 New
MS
1962
Mizuho Securities
Japan
$55.8K +$55.8K +380 New
BFP
1963
Briaud Financial Planning
Texas
$55K – – –
T
1964
Tidemark
California
$54.1K +$5.29K +36 +11%
BGWM
1965
Bridge Generations Wealth Management
Florida
$52.7K +$52.7K +359 New
TIM
1966
Tortoise Investment Management
New York
$52.6K – – –
BBPWM
1967
Blue Bell Private Wealth Management
Pennsylvania
$52K – – –
SWIM
1968
Smallwood Wealth Investment Management
New Jersey
$51.8K +$51.9K +353 New
VWA
1969
Valued Wealth Advisors
Utah
$51.8K +$294 +2 +0.6%
DF
1970
Dunhill Financial
United Kingdom
$50.6K -$1.62K -11 -3%
BGAI
1971
Bruce G. Allen Investments
Colorado
$50.4K +$10.7K +73 +27%
MWM
1972
Mascoma Wealth Management
New Hampshire
$50.1K – – –
RA
1973
Rise Advisors
New York
$49.8K -$3.38K -23 -6%
API
1974
Asset Planning Inc
California
$49.6K +$147 +1 +0.3%
CF
1975
Collier Financial
Colorado
$49K +$294 +2 +0.6%
77 78
79
80 81